VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,074 | -19.3% | 4,230 | -19.4% | 0.07% | -17.0% |
| Q2 2023 | $257,943 | -27.6% | 5,247 | -27.5% | 0.09% | -32.3% |
| Q1 2023 | $356,350 | -20.2% | 7,237 | -20.6% | 0.13% | -23.5% |
| Q4 2022 | $446,831 | -13.1% | 9,119 | -13.3% | 0.17% | -21.3% |
| Q3 2022 | $514,000 | +9.6% | 10,519 | +10.3% | 0.22% | +17.4% |
| Q2 2022 | $469,000 | -3.9% | 9,538 | -3.5% | 0.18% | +10.2% |
| Q1 2022 | $488,000 | +17.9% | 9,883 | +19.3% | 0.17% | +22.8% |
| Q4 2021 | $414,000 | – | 8,281 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 856,950 | $42,153,371 | 17.99% |
| Avion Wealth | 1,098,528 | $54,035 | 15.43% |
| Fortis Advisors, LLC | 430,198 | $21,161,446 | 14.98% |
| Grant Street Asset Management, Inc. | 750,945 | $36,938,998 | 14.84% |
| Pacific Center for Financial Services | 761,788 | $37,472,344 | 12.73% |
| Wharton Business Group, LLC | 4,327,794 | $212,884 | 11.83% |
| Kathmere Capital Management, LLC | 1,019,654 | $50,156,780 | 7.43% |
| Red Wave Investments LLC | 251,350 | $12,363,907 | 5.28% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 209,850 | $10,322,556 | 4.54% |
| Coyle Financial Counsel LLC | 214,460 | $10,549,295 | 4.42% |